Salesforce automation software

Who uses PandaDoc

Sales reps

Your sales team needs the latest in sales technology to stay competitive. Sales reps use PandaDoc within Salesforce to automate their proposal generation, approval processes, and send follow-up reminders so they can spend more time on generating new business.

Sales operations

PandaDoc makes it easy to support the entire sales process inside Salesforce thanks to a seamless integration that transfers lead, opportunity, and product data into your documents, allowing you to extend the functionality of your CRM.

Marketing teams

PandaDoc includes customizable content and template libraries, making it completely painless for marketing to create product sheets, battle cards, videos, and a slew of other custom-branded content to store for sales reps right inside Salesforce.

Unlimited eSignatures

PandaDoc includes unlimited legally-binding eSignatures, which allows your prospects to securely view and sign your quotes and proposals from any computer or mobile device.

Expand Salesforce reports

Salesforce reports and dashboards offer a wealth of data but have a significant blind spot once a proposal is sent. PandaDoc shines a light on that critical juncture in the sales cycle by showing when prospects receive and open proposals, how long they read each page, and even how content and collateral effect proposal performance.

Reference and track every document you send

When you send a document with the Salesforce and PandaDoc integration, it is automatically attached to your Contact, Account, or Opportunity object you send it from. You can even track when your recipients, opens, views and for how long they spent on each page without leaving Salesforce.

We were able to set up workspaces in PandaDoc that allowed us to define catalogs, prices, templates and content libraries for each of our markets. This gave us the flexibility to ensure that we can address our language and currency issues, and also provide each of our markets with templates and content libraries suited for each country.